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KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.11B
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.24M
3
+$5.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.83M

Top Sells

1
+$9.3M
2
+$7.38M
3
+$5.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.95M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$4.95M

Sector Composition

1 Technology 14.42%
2 Industrials 5.77%
3 Financials 4.84%
4 Consumer Discretionary 3.82%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FMDE icon
526
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.3B
$534K 0.03%
14,861
+1,301
MELI icon
527
Mercado Libre
MELI
$84.9B
$534K 0.03%
309
+18
AEM icon
528
Agnico Eagle Mines
AEM
$78.6B
$531K 0.03%
2,617
+67
FDN icon
529
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.95B
$530K 0.03%
2,264
EPI icon
530
WisdomTree India Earnings Fund ETF
EPI
$2.17B
$529K 0.03%
12,958
+1,290
YUM icon
531
Yum! Brands
YUM
$43.1B
$528K 0.03%
3,394
-80
ADM icon
532
Archer Daniels Midland
ADM
$37B
$527K 0.03%
7,252
-240
TNA icon
533
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.55B
$525K 0.02%
11,906
-1,938
BNDX icon
534
Vanguard Total International Bond ETF
BNDX
$82.5B
$525K 0.02%
10,932
+2,771
HLT icon
535
Hilton Worldwide
HLT
$75.8B
$524K 0.02%
1,722
-192
TTWO icon
536
Take-Two Interactive
TTWO
$44.3B
$523K 0.02%
2,646
+528
LDUR icon
537
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$521K 0.02%
+5,437
BABA icon
538
Alibaba
BABA
$228B
$521K 0.02%
4,150
-249
RDVI icon
539
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.39B
$518K 0.02%
20,260
+9,164
AVSF icon
540
Avantis Short-Term Fixed Income ETF
AVSF
$671M
$517K 0.02%
+11,039
UFOX
541
Defiance Connective Technologies ETF
UFOX
$947M
$513K 0.02%
7,531
+150
MFLX icon
542
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$19.1M
$509K 0.02%
30,333
+2,462
TLN
543
Talen Energy Corp
TLN
$19.3B
$507K 0.02%
1,589
+555
UDR icon
544
UDR
UDR
$13B
$506K 0.02%
14,987
+165
EMXC icon
545
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.1B
$505K 0.02%
6,414
+3,429
FTGC icon
546
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.69B
$503K 0.02%
+17,535
NGG icon
547
National Grid
NGG
$82.6B
$503K 0.02%
5,946
+319
XLC icon
548
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$503K 0.02%
4,537
+82
DFTX
549
DELISTED
Definium Therapeutics
DFTX
$503K 0.02%
+26,591
ED icon
550
Consolidated Edison
ED
$41.3B
$501K 0.02%
4,430
+17
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